Investor Details
| Filer Name: | EAST COAST ASSET MANAGEMENT, LLC. |
|---|---|
| CIK: | 1579254 |
| Period: | 2024-12-31 |
| Filed At: | 2025-02-14 |
| Number of Holdings: | 71 |
| Portfolio Value: | $0.30B |
East Coast Asset Management, Llc. Top Holdings
| Ticker | Exchange | Security | Shares | Value | % of Portfolio | Position Change | Put/Call |
|---|---|---|---|---|---|---|---|
| GOOG | US | ALPHABET INC-CL C | 235,391 | $45M | 14.98% | -7.1% | - |
| TDG | US | TRANSDIGM GROUP INC | 23,802 | $30M | 10.08% | -12.1% | - |
| 71385M107 | - | PERIMETER SOLUTIONS INC | 2,007,462 | $26M | 8.57% | 100.0% | - |
| META | US | META PLATFORMS INC-CLASS A | 43,460 | $25M | 8.50% | -0.4% | - |
| BN | US | BROOKFIELD CORP | 356,237 | $20M | 6.84% | 6.1% | - |
| TSLA | US | TESLA INC | 37,962 | $15M | 5.12% | 24.2% | - |
| BRK/B | US | BERKSHIRE HATHAWAY INC-CL B | 33,267 | $15M | 5.04% | -8.0% | - |
| MA | US | MASTERCARD INC - A | 24,365 | $13M | 4.29% | -6.4% | - |
| AMZN | US | AMAZON.COM INC | 58,033 | $13M | 4.25% | -5.7% | - |
| AAPL | US | APPLE INC | 40,580 | $10M | 3.40% | -7.1% | - |
| MCO | US | MOODY'S CORP | 15,119 | $7M | 2.39% | -7.1% | - |
| TJX | US | TJX COMPANIES INC | 48,179 | $6M | 1.94% | -4.5% | - |
| V | US | VISA INC-CLASS A SHARES | 16,484 | $5M | 1.74% | -3.9% | - |
| WWD | US | WOODWARD INC | 29,799 | $5M | 1.66% | -3.7% | - |
| DE | US | DEERE & CO | 10,779 | $5M | 1.53% | 0.0% | - |
| CHTR | US | CHARTER COMMUNICATIONS INC-A | 12,394 | $4M | 1.42% | -5.1% | - |
| MKL | US | MARKEL GROUP INC | 2,232 | $4M | 1.29% | -3.0% | - |
| SHW | US | SHERWIN-WILLIAMS CO/THE | 10,836 | $4M | 1.23% | -3.0% | - |
| LPX | US | LOUISIANA-PACIFIC CORP | 34,537 | $4M | 1.19% | -4.2% | - |
| SCHW | US | SCHWAB (CHARLES) CORP | 45,990 | $3M | 1.14% | -9.0% | - |